Vacancy Details
Employer: Dante Group (Pty) Ltd
- Matric (Grade 12) required
- RE5 Certificate preferred (or willing to obtain within 12 months)
- Advantageous: NQF Level 4 or 5 in Financial Planning / Wealth Management
- Minimum 3–5 years relevant administration experience in a financial services environment (investments & long-term insurance)
- Proven experience in new business processing and client servicing
- Knowledge of major product providers (Liberty, Discovery, Momentum, Sanlam, Allan Gray, Investec, etc.).
Responsibilities
- Process and submit new long-term insurance and investment applications timeously and accurately
- Liaise with product providers (insurers & investment houses) to track applications through to issue stage
- Follow up on outstanding requirements with clients and service providers
- Prepare and issue policy schedules and confirmation documents
- Handle client queries regarding existing policies and investments
- Process servicing requests: beneficiary changes, premium amendments, policy updates, switches, withdrawals and cancellations
- Prepare annual portfolio reviews and statements when required
- Quotations and proposals
Consultant: Joelene Koekemoer - Dante Personnel Johannesburg
Apply via our website www.dantesa.co.za
If you do not hear from us within 5 days, please accept that your application was unsuccessful
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About Dante Group (Pty) Ltd
Danté Personnel Recruitment (Pty) Ltd, established in 1996, is a national leading recruitment-consulting firm. We offer specialized services to effectively manage the entire recruitment process, for companies based in South Africa and abroad. We service different Business diversities like Mining, Engineering, Technical, Information Technology and Finance.
Our exclusive database of candidates, for all various
business verticals, is valuable tool to start the recruitment process. We take
up the challenge in finding the right candidate through our extensive network
of resources and understanding of the hiring trends.
Our expertise lies in identifying and selecting candidates at all positions,
especially middle and senior management. We take pride in our ability to
provide all your human resource requirements.
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